Cerity Partners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Buy |
55,348
+813
| +1% | +$141K | 0.02% | 553 |
|
|
2025
Q1 | $7.66M | Buy |
54,535
+2,664
| +5% | +$374K | 0.02% | 580 |
|
|
2024
Q4 | $8.27M | Buy |
51,871
+20,229
| +64% | +$3.23M | 0.02% | 549 |
|
|
2024
Q3 | $4.8M | Buy |
31,642
+8,262
| +35% | +$1.25M | 0.01% | 710 |
|
|
2024
Q2 | $3.52M | Buy |
23,380
+2,052
| +10% | +$309K | 0.01% | 714 |
|
|
2024
Q1 | $2.88M | Sell |
21,328
-1,791
| -8% | -$242K | 0.01% | 831 |
|
|
2023
Q4 | $2.84M | Buy |
23,119
+6,464
| +39% | +$794K | 0.01% | 665 |
|
|
2023
Q3 | $1.75M | Sell |
16,655
-3,249
| -16% | -$341K | 0.01% | 612 |
|
|
2023
Q2 | $2.17M | Buy |
19,904
+1,311
| +7% | +$143K | 0.01% | 705 |
|
|
2023
Q1 | $1.7M | Buy |
18,593
+8,687
| +88% | +$797K | ﹤0.01% | 770 |
|
|
2022
Q4 | $1.23M | Sell |
9,906
-6,202
| -39% | -$771K | 0.01% | 645 |
|
|
2022
Q3 | $1.18M | Buy |
16,108
+647
| +4% | +$47.5K | 0.01% | 475 |
|
|
2022
Q2 | $1.24M | Buy |
+15,461
| New | +$1.24M | 0.01% | 506 |
|